About this episode

Amanda Doucette shares insights from her recent experiences at the STEP National Conference and discusses the evolution of her practice in complex estate planning.

After a short break to rest and recover, I am back! This episode is a quick catch-up on where I have been, what I have been working on, and what’s coming next on the podcast. In early June, I was in Toronto for the STEP National Conference and Board Meetings... hands down one of the professional highlights of my year. In this episode, I take you behind the scenes of the conference, share why STEP (the Society of Trust and Estate Practitioners) has had such a profound impact on my career, and explain why the TEP designation matters (especially for clients with complex estate and cross-border considerations). We also get into: How my practice has evolved toward complex, international estate planning Emerging issues in estates and trusts (think: electronic wills, cross-border families, surrogacy, and fraud risks) Highlights from the STEP conference (key sessions, incredible speakers, and the power of professional community) Mentorship, connection, and why building networks in this profession really matters On the personal side, I share a bit about choosing rest over burnout, celebrating a major milestone with my articling student becoming a lawyer, and what’s ahead this summer…

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